Workshop 1 - Infrastructure set up

• Create an account: Email software

  • Update settings

  • Create domains and emails

  • Update domain forwarding

  • Update signatures

  • Add to warm up

• Collate a blacklist (typically a list of emails of current customers and competitors)

  • Add to your software

    
    

Workshop 2 - Content and Sequence Building

• We create content strategy based on our winning methodology

• Create spintax version

• Run spam filter

• Build your sequence

• Update time settings

• Update domain settings

  
  

Workshop 3 - Data scraping and adding to campaigns

• Create an account: Data list selector

  • Create a search URL

  • Order data

  • Verify data

• AI personalisation

  • Use AI to create personalised first lines

• Adding data

  • Adding custom fields

  • Adding tags

  • Adding data to campaigns

• Inbox tutorial

• Go Live

Workshop 4 - CRM set up

• Infrastructure:

  • Business set up

  • Profile set up

  • SMS and WhatsApp set up

  • Email set up

  • Social profiles set up

• Integration:

  • Zapier to CRM

  • Zapier to LinkedIn automation

Workshop 5 - 8 - CRM structure

• Pipeline

• Calendars

• CRM automation:

  • Appointment reminders

  • Proposal template send

  • Follow up info template send

  • Invoice send

  • Account management

Workshop 9 - 12 - Sales structure

• Due diligence

• Discovery questions

• Presentation

• Follow up email template

• Proposal template

• Contract template

• Invoice template

Workshop 12 - 18 - Practice and Upskilling

• Integrating systems

• Team training

• Upskilling

• Conversion optimisation